Hedge Fund Database

BANYAN CAPITAL MANAGEMENT, INC.

Adviser information for BANYAN CAPITAL MANAGEMENT, INC. last updated from Form ADV on March 4th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Georgia, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 265 $200.1M
Non-Discretionary 0 $0
Total 265 $200.1M

Clients

Type Number RAUM
Individuals 51 $19.6M
HNW Individuals 45 $164.5M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 1 $15.9M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 1

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUM

Identifiers

SEC RIA File Number 801-113220
SEC ERA File Number 801-113220
SEC CIK Numbers 846600
SEC CRD Numbers 108123
Legal Entity Identifier None

Principal Office

2100 RIVEREDGE PARKWAY
SUITE 1030
ATLANTA
GA
United States
Monday - Friday, 9:00 - 5:00
Tel: 770-951-2129, Fax: None

Websites

www.linkedin.com/company/8108625/admin/ banyancapital.com/

Chief Compliance Officer

DREW DOUGLAS ESTES
PRESDIENT
2100 RIVEREDGE PARKWAY
SUITE 1030
ATLANTA
GA
United States
Tel: 770-951-2129
(Full email address available in API data)

Regulatory Contact

CHARLENE E. BEATON
DIRECTOR OF OPERATIONS
2100 RIVEREDGE PARKWAY
SUITE 1030
ATLANTA
GA
United States
Tel: 770-951-2129
Fax: 770-951-8277
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
Estes, Drew, Douglas Individual – PRESIDENT/CCO 01/2023 < 5%
REDGATE PARTNERS LLC Domestic Entity – OWNER 01/2019 > 75%
Estes, Drew, Douglas Individual REDGATE PARTNERS LLC PARTNER 01/2019 > 75%
Beaton, Charlene, Elaine Individual – DIRECTOR OF OPERATIONS 01/2023 < 5%

No. Employees, Historic

10502020202120222023202420253 on 3/11/20203 on 6/4/20204 on 3/21/20214 on 11/16/20214 on 11/16/20214 on 3/21/20224 on 6/29/20222 on 3/7/20232 on 3/29/20232 on 6/12/20232 on 3/4/2024

RAUM, Historic

300M150M0202020212022202320242025137868717 on 3/11/2020137868717 on 6/4/2020156729412 on 3/21/2021156729412 on 11/16/2021156729412 on 11/16/2021201056819 on 3/21/2022201056819 on 6/29/2022169573451 on 3/7/2023169573451 on 3/29/2023169573451 on 6/12/2023200075566 on 3/4/2024

No. Clients, Historic

10050020202021202220232024202593 on 3/11/202093 on 6/4/202077 on 3/21/202177 on 11/16/202177 on 11/16/202187 on 3/21/202287 on 6/29/202289 on 3/7/202389 on 3/29/202389 on 6/12/202397 on 3/4/2024

Holdings

From latest 13F, filed August 12th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AMERICAN EXPRESS STOCK 8M 36K –
APPLE STOCK 13M 63K –
BERKSHIRE HATHAWAY B STOCK 18M 45K –
CARMAX STOCK 10M 132K –
CHARTER COMMUNICATIONS STOCK 10M 32K –
CIGNA STOCK 18M 53K –
DANAHER STOCK 6M 24K –
FORTREA HOLDINGS STOCK 161K 7K –
HEINEKEN HOLDINGS STOCK 5M 67K –
HENRY SCHEIN STOCK 8M 125K –
LABCORP HOLDINGS STOCK 8M 38K –
LIBERTY SIRIUS A STOCK 164K 7K –
LIBERTY SIRIUS C STOCK 7M 337K –
MARKEL STOCK 17M 11K –
PARKER HANNIFIN STOCK 12M 24K –
PHINIA STOCK 10M 244K –
VERALTO STOCK 329K 3K –
VONTIER STOCK 15M 394K –